This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SOUTHERN BENEFIT ADMINISTRATORS | 62-1116095 | GOODLETTSVILLE, TN | NONE | $37K | — |
| WELLINGTON TRUST COMPANY | 04-2755549 | BOSTON, MA | NONE | $22K | — |
| INVESTMENT PERFORMANCE SERVICES | 58-2432390 | SAVANNAH, GA | NONE | $16K | — |
| DANIELS IRWIN & AYLOR | 62-1802605 | MADISON, TN | NONE | $11K | — |
| NATIONAL INVESTMENT SERVICES | 84-3937993 | MILWAUKEE, WI | NONE | $6K | — |
| INTERCONTINENTAL REAL ESTATE CORPOR |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| BOSTON PARTNERS LARGE CAP EQUITY VA BOSTON PARTNERS · EIN 61-1603964 / PN 001 | Common Collective Trust | $4.5M | 18.7% |
| POLEN FOCUS GROWTH CIT CLASS 2 SEI TRUST COMPANY · EIN 81-2631618 / PN 001 |
| — |
| BRIGHTON, MA |
| NONE |
| $0 |
| — |
| BOSTON PARTNERS | 98-0202744 | BOSTON, MA | NONE | $0 | — |
| HEDGESERV | — | NEW YORK, NY | NONE | $0 | — |
| MUTUAL FUND | — | — | NONE | $0 | — |
| $4.1M |
| 17.4% |
| WELLINGTON CIF II SMALL CAP VALUE P WELLINGTON MANAGEMENT · EIN 04-2767481 / PN 076 | Common Collective Trust | $2.7M | 11.2% |
| LAZARD/WILMINGTON INTERNATIONAL EQU STATE STREET · EIN 46-3944954 / PN 187 | Common Collective Trust | $2.3M | 9.6% |
| PRINCIPAL R.E. U.S. PROPERTY SEPARA PRINCIPAL LIFE INSURANCE CO. · EIN 42-0127290 / PN 027 | Pooled Separate Account | $1.9M | 7.8% |
